Position in WTRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,034
+$189 QoQ
Shares Held
27
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#659
of 691 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026MV CAPITAL MANAGEMENT, INC. holds $30,244 across 2 Utilities - Regulated Water names. WTRG ranks #2 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
222 | $29,210 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
27 | $1,034 |
All Filings in WTRG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034 | 27 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $845 | 21 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $767 | 20 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $798 | 20 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $482 | 13 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $474 | 12 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $581 | 16 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $462 | 12 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $447 | 12 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,185 | 32 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $448 | 12 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||